Now Silvan Ridge also offers expert accounting advice and support, providing a truly integrated advice service. Our trusted network includes accountants, solicitors and lenders, working together to created tailored plans for every stage of your life.
Always growing, our footprint now stretches from Warrnambool, Portland, Terang, and Geelong, with remote services on offer to clients throughout Australia.
Everything we do is centred around understanding you – from your current situation now, to where you want to be in the future.
Working together we’ll be able to uncover opportunities to build, manage and protect your wealth, and create plans to minimise potential obstacles.
Our clients come from a range of backgrounds but have one thing in common; they all seek the peace of mind that having a plan in place brings. A plan that ensures they’ll have enough money in retirement, their family is protected should something happen to them or they’re making the most of their finances. Most importantly, our clients want to strike a balance between enjoying today, while having an eye on the future.
We work with everyone from those considering how to boost their super and fund their retirement, through to mums and dads, small business owners and younger people just starting out.
Our clients value the personalised advice they receive from us, and enjoy continuity of service and the relationships they build with their trusted financial adviser.
Our recent awards
This year we were delighted to be the recipient of two prestigious awards. Gene Youl was awarded the National Value of Advice Award, an award where the financial adviser is seen to go above and beyond what is normally expected, making a material difference to the life of the client. The second award, The Gerald Lippman Perpetual Trophy, was picked up by Dallas Ludeman. The award considers the contribution the adviser has made to the financial planning profession, their involvement within their community, the support they offer their colleagues and the quality of their advice.
The Silvan Ridge Foundation
The team at Silvan Ridge are committed to giving back to the community, which is why we recently launched the Silvan Ridge Foundation to deliver better health and education outcomes in the community. We are also honoured to be part of the Cancer Council Pro Bono program, volunteering our time and expertise to provide financial advice to cancer patients who would otherwise be unable to afford access to advice.